DL
Daniel Lattimer
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
Andasol Marbella Malaga, 29604
Some features on this profile are disabled
CRD#: 7555339
DL
Professional summary
Daniel Lattimer is a registered financial advisor currently at BLACKTOWER FINANCIAL MANAGEMENT (US) LLC .
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Daniel has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SJB Global; Financial Adviser; Investment related: Yes; Avenida Andasol Marbella Malaga 29604 Spain; Duties: Provide financial advice for residents living in all countries apart from the USA.; 2018-01-07; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 100; Percentage of total yearly compensation expected to be derived from the business: 25;
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Lattimer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 22, 2022 - Present
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
Office #1: Andasol Business Centre Avenida, Andasol Marbella Malaga 29604RIA
CRD#: 289142
Andasol Marbella Malaga,
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
BAYCREST WEALTH US | VALAIS WEALTH MANAGEMENT | SJB US | HEADWAY WEALTH | DAVID JAMES WEALTH USA | CAMERON JAMES USA | BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
CRD#: 289142 / SEC#: 801-111088
RIA
Registered Investment Advisory firm - (9/5/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(6/22/2022)
Current Firm
BF
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
BAYCREST WEALTH US | VALAIS WEALTH MANAGEMENT | SJB US | HEADWAY WEALTH | DAVID JAMES WEALTH USA | CAMERON JAMES USA | BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
CRD#: 289142 / SEC#: 801-111088
RIA
Registered Investment Advisory firm - (9/5/2017 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
4700 Millenia Boulevard Sute 175, Orlando, FL 32839
Mailing Address
Phone number
+1 (407) 362-7753
Established
Firm type
Fiscal year end
# of Employees
31
SEC notice filing (22 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 495 |
| AUM (Assets Under Management) | $ 122,828,254 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
CRD#: 289142Andasol Marbella Malaga 29604TRUST BUT VERIFY
Monitor Daniel Lattimer
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
